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What About Money Is Important To You?


If you are tired of complexity and anxiety holding you back from your ideal life, we are here to help.


                         


Listen

Based on your values and goals, we work together to understand what is most important to you and your family.  

Plan

We provide you with easy-to-understand recommendations and implementation of the plan.  All findings will be distilled into a one page document that will be constantly updated.    

Grow

Our investment approach allows us to custom tailor portfolios to specific client needs and adjust as necessary.  

Who We Serve

Our clients are hardworking, and family focused.  They come to us tired of the status quo in traditional wealth management.  Most  have had a bad experience with a broker masquerading as an advisor, and are tired of constantly being sold to 

Our clients want a plan they understand and someone to help them achieve their life's goals

Our clients hire us to be at the center of their financial lives, to find answers and bring in subject matter experts

Our clients hire us so they can live their lives free of financial anxiety and uncertainty

How would you feel to have this type of relationship with your advisor?  

Click here How Can We Help? to schedule a few minutes to talk. 

 



What We Charge

Our fees are set to be able to work with young professionals as well as those more established.  

Monthly subscription fees are waived once managed assets are $500,000 or greater.


Breakout Ignition

For early-career pRofessionals


Portfolio Management Fee + $0-295 / Month
+$495 for initial strategy*

Learn More

GET STARTED

Breakout Lift-Off

For Mid-Career Professionals 


Portfolio Management Fee + $0-495 / Month
+$1,995 for initial strategy*

Learn More

GET STARTED

Breakout Orbit

For  THose With Complex Financial Lives Nearing or In Retirement


Portfolio Management Fee + $0-695 / Month
+$2,995 for initial strategy*

Learn More

GET STARTED

The Breakout Planning Process Is Powered By Elements

The Elements Financial Planning System is a proactive system that helps us actively plan for your financial success instead of simply reacting to what life throws at you, all in an easy to understand mobile app.


What good is a plan if you have no idea if it is working? No long spreadsheets to try to understand, just simple snapshots that give us a clear understanding of your financial life.

Elements

By incorporating Elements® into our planning process, we help our clients not just answer, but improve the following questions.  Click on one of the four main questions answered by the table or select an individual block for further explanation.


We believe taxes will be higher in the future and are helping our clients plan for this inevitability.

Pairing world-class advice with down-to-earth conversations.


The Breakout Value Promise

Our goal for every one of our clients is that after each meeting, you’ll feel more confident that your money is here to be an engine of opportunity, not anxiety.

Phil Telpner Photo

Phil Telpner

 

My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week” on public television in the 1980s. Occasionally, I would even receive a share or two of stock for my birthday and with that, my passion for investing and the capital markets was born.


After college graduation, I went to work on the floor of the exchange and before long, I scraped up a little money and leased a membership at the Chicago Board of Trade. At that time, the 30-Year Treasury Bond pit was the largest, most active futures contract in the world. That’s where my journey began. While personally trading a thousand contracts a day at times, I saw firsthand how devastating a lack of discipline and planning can be to your financial health.  

 After a series of business opportunities, I was offered a wealth management position with the Wall Street firms Morgan Stanley and later at JP Morgan. The training and experience at the big firms was great but with their emphasis on selling financial products, I became frustrated. My compensation was largely based on what I sold, not on how I advised regarding wealth accumulation, retirement or tax planning. I had learned years ago from my father, a CPA with his own practice, that relationships are your most valuable asset.  My father, in fact, has served some clients and their families for over 50 years- and that is not an accident.  

 My firm, Breakout Private Wealth, was founded on that principle.    

 Everything begins and ends with my family. My boys, Andrew and Blake, now teenagers, have taught me more about life than any book or designation. Our time together at the rink, on the field or just at home challenges me to continue to be a better version of myself. My wife Jami, who had no idea that a blind date at the Chicago Blackhawks game twenty plus years ago would turn into a lifetime of hockey rinks and a garage full of sporting equipment, keeps us all on track.